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Finding a financial adviser is like dating — you don’t need to stick with the first one 

Por: MarketWatch Business August 06, 2023

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Advisers can easily become one of the most important professional relationships a person has. “Selecting the right financial planner is a very important decision,” said James Lee, a certified financial planner and president of the Financial Planning Association. “Ideally, it is a long-term relationship and that relationship is built on trust and confidence.” Know the type of adviser you’ll be working with first. Not all financial... + full article



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